MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$785M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.03M
3
+$1.72M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.3M

Top Sells

1
+$3.37M
2
+$3.26M
3
+$2.52M
4
BYND icon
Beyond Meat
BYND
+$1.25M
5
QCOM icon
Qualcomm
QCOM
+$1.21M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 8.21%
3 Energy 8.15%
4 Financials 7.4%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$753K 0.1%
6,542
+85
177
$750K 0.1%
3,309
-25
178
$749K 0.1%
2,583
+134
179
$746K 0.1%
852
+55
180
$730K 0.09%
13,773
+1,034
181
$726K 0.09%
+7,081
182
$713K 0.09%
4,629
-2,563
183
$709K 0.09%
6,731
+7
184
$702K 0.09%
21,296
+520
185
$702K 0.09%
11,768
-1,548
186
$690K 0.09%
2,906
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187
$689K 0.09%
+5,281
188
$683K 0.09%
2,919
+246
189
$675K 0.09%
+7,975
190
$675K 0.09%
1,572
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191
$654K 0.08%
+4,230
192
$649K 0.08%
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-728
193
$644K 0.08%
6,718
-3,909
194
$639K 0.08%
3,866
+492
195
$635K 0.08%
10,472
+165
196
$633K 0.08%
5,400
+563
197
$617K 0.08%
13,620
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198
$611K 0.08%
36,467
+370
199
$604K 0.08%
+3,156
200
$603K 0.08%
17,738
+4,725
6 7
8
9 10